Handling Business Process Flows (BPFs) on record Create

In this blog we ask the questions like: how to apply a specific BPF when creating a CRM entity records? How does system defaults on new record create (or) how do I override this behavior? Good questions! Let’s clarify. When an entity record is being created and If there are multiple BPFs defined on that…

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How to determine which Business Process Flow (BPF) instance is shown when a record is opened

Hi all, In the fall release of Dynamics 365, we included many updates and improvement to Business Process Flows (BPF), including support for multiple instances of BPFs on the same record. This removes the restriction in previous releases of allowing only a single business process running against a specific record. It also prevents the accidental…

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Set default Business Process on a form while creating new record

Problem statement: Unable to switch or set default Business Process on a form while creating new record. Scenario: Assuming a given entity (Case) has several forms associated with it and each form can be associated with one or more business processes. When a user tries to create a new record, the selected form will use…

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Best practices for automating business process stage progression in Dynamics 365

Applies to: Dynamics 365 Synopsis: This article helps you avoid error “Invalid stage transition. Transition to stage <stage name> is not in the process active path.” by suggesting some best practices for automating stage progression in business process flows. The Fall 2016 release of Dynamics 365 (version 8.2) introduced big enhancements to business process flows,…

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New eBook: How to customize a CRM business process

If you’re looking for easy-to-read guidance on how to customize one of the many business process solutions available for download from the Microsoft Dynamics Marketplace, check out the new eBook: Change a business process. By walking you step-by-step through a visual example, the eBook explains how to use the business process editor to customize an…

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